Use sequences properties and activity as Contact filters in Lists and Workflows

[TMF1090]

We have multiple sequences running and need to be able to create list of contacts who have been enrolled into a sequence.  This allows us to run different types of field, email and product/services campaigns  based upon the location of the contacts and the date of the sequence.   

Realizing that I can take a list of contact and place them into a sequence. I am surprised that I can not take a sequence or sequences and create a list of contacts.   This woudl be a very helpful tool. 

Thank you

Thanks

[sofiapensado]

At the moment it is not currently possible to create a list of contacts who have completed sequences. It would be very useful to have this option.

Thanks!

[arielaf]

Would greatly appreciate the ability to export the list of contacts that have completed sequences.

[BrittanyBalog]

Allow actions to be automated based on when users complete a HubSpot sales sequence ie: Mark a contact property or add them to a list

For example if a contact goes through a sequence and does not convert they should be able to automatically be enrolled in an MQL lead nurturing email or to a list "Completed Sequence No Action" things like that.

[krisrussell]

This would be tremendously helpful.  I currenlty have just under a thousand folks that have finished a sequence, but we want to move to drip campaigns.  The ability to do that in bulk would be exceptional.

[sjudson]

@sofiapensado I agree this would be useful information to have. Could you explain how you might use a list of contacts like this? 

What actions would you expect to take with a list of contacts who completed a sequence?

[jasonsongtrust]

Even just the ability to know whether someone is or isnt in a sequence would help in workflows. 

[BethClarkinBCC]

Would greatly like the feature of being able to export multiple lists at one time. Super inconvenient to have to export each one individually.

[ericjhinson]

Yes, we need this. Bad.

[Bfeldkamp]

I agree that this would be a great tool! 

I'd like to be able to filter contacts who have completed a sequence, but it's more important to be able to select contacts that have completed specific sequences, rather than completed any sequence.

I would use this tool to bulk edit the lead status. If they have completed a sequence in which I beleive no reply indicates they are uninterested, I could update the lead status to "unqualified" or some other custom property that is applicable to my business. 

[chris13]

I'd like to automatically update deal status after a sequence has run.

We use sequences to reach out to potential customers, so after 5 sequence emails we'd like to update the deal to 'Close Lost'.

[Eumari]

Hello, 

An Idea to save time here:

In Order to avoid having to change manually the lead status contact by contact after a senquence is completed,it will be great to be able to create a workflow that allow us to automatically change the lead status of leads whose sequence has come to an end.

[Eleven11]

There is a property called "Currently In Sequence" that is either true/false/blank that you can use in Workflow enrollment, goals, or logic.

[BrittanyBalog]

@Eleven11 thank you so much for the feedback! I'll try this out and see if it works for what we're trying to accomplish.

[AndyBauer]

Worklows should have to ability to use sequence completions or starts as trigger for following actions.

Example: A workflow that changes a contact property field should a sequence be completed.

[mfield]

I agree. I don't even need to be able to automate this via a workflow, I'd like to just be able to do it to all contacts in a sequence in bulk. There is a "Currently in a sequence property" but you can't narrow that down to a specific sequence. This makes it very difficult to keep track of where people are at in the sales process for my team!

[Sankar]

After sequence is over, I would like to export the contacts from the sequence shown filters.

[smith270]

If a contact is enrolled in a sequence, once it ends, I would like to have a trigger that will automatically switch the contacts preperties so I know who has already been enrolled and I don't have hundereds of tasks a day popping up.

[ChrisS12]

@Bfeldkamp - agreed with your summary.  I would also like to filter to those speicifc contacts and check results of how other types of engagement went (i.e. phone calls, meetings, etc).  That way, when I report out on how a specific sequence went, I can also have details surrounding call info and meeting rates (for example, I connected with 50 people, left 25 voicemails, and 25 no answers).

[etrimble]

I would love this! I'd like to be able to bulk change people in a sequence -- once they've completed it, I'd love to be able to add an automation that changes the lead status.